INCOME OUTCOME – HOW TO SOLVE THIS WITHIN A LOW INTEREST RATE ENVIRONMENT?

We hosted a webinar on Tuesday 13 July 2021, with portfolio manager Ian Anderson, as he discusses and comments on second quarter distributions for the Payers & Growers® portfolios.

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COFFEE WITH COUNTERPOINT – JULY 2021

Join Counterpoint portfolio managers Andrew Dowse, Richard Henwood and Daniel King for a topical discussion on what is making the markets move, and where they are finding opportunities as a result.

CAN THE OUTPERFORMANCE OF VALUE CONTINUE?

Piet Viljoen discusses how Value has dramatically outperformed Growth since November 2020. He then outlines why there are both good fundamental and behavioural reasons why Value is set two continue its outperformance for an extended period of time.

THE CASE FOR BALWIN PROPERTIES

In “The Case for Balwin Properties”, Piet Viljoen outlines why Balwin is an example of the tremendous value available on the JSE today and is one of the top holdings in the Counterpoint SCI Value Fund.

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